As Briskey Financial Services, LLC provides the advice, guidance, and counsel; a custodian had to be chosen to house the clients’ assets. BFS chose Charles Schwab and Company for many reasons which include its efficient costs and broad experience. Thus, Pat is not employed by Charles Schwab and Company, but enjoys informing clients that their assets will be held at a very reputable financial institution such as Schwab. Accounts that can be held at Schwab include, but are not limited to:
• Traditional IRAs
• Rollover IRAs
• Roth IRAs
• SEP & Simple IRAs
• Inherited IRAs
• 401k’s & 403b’s
• Individual
• Joint Tenants with Rights of Survivorship (JTWROS)
• Joint Tenants in Common (TIC)
• Transfer on Death (TOD)
• Trust
• Corporate
• UTMA/UGMA Custodial
• 529 College Savings Plans
• Traditional IRAs
• Rollover IRAs
• Roth IRAs
• SEP & Simple IRAs
• Inherited IRAs
• 401k’s & 403b’s
• Individual
• Joint Tenants with Rights of Survivorship (JTWROS)
• Joint Tenants in Common (TIC)
• Transfer on Death (TOD)
• Trust
• Corporate
• UTMA/UGMA Custodial
• 529 College Savings Plans